## **Superintendent Minister: Rev Melanie Greenall** 7 Bramble Close Kendal Cumbria LA9 6FF ## **Annual Charity Commission report September 2022 to August 2023** The circuit continued to work to support the life and mission of the Methodist Church in Kendal and surrounding area. In September the circuit welcomed a probationary presbyter who would have pastoral oversight over the churches in the Kent Estuary section of the circuit. During the year another presbyter unfortunately had some time away from ministry due to illness and support for that person and the churches they had pastoral charge of was provided by the circuit. The circuit leadership team was encouraged when a period of discernment began because a person offered to consider filling the vacancy for a circuit steward. On 31[st] August 2022 two chapels in the circuit, Fellside Methodist Church and Cowan Bridge Methodist Church, ceased to meet for worship. The circuit managing trustees decided that the buildings should be sold and arrangements to begin this process were instigated. The circuit project at Milnthorpe, M:HUB, held an open meeting inviting members and leaders of the local community to come together and explore ways in which the project could be supported and continued. The circuit meeting struggles to provide people willing to take a proactive role in keeping the building open. During the year a number of discussions took place with our neighbouring Sedbergh circuit looking at areas where the two circuits could work together. In March the circuit facilitated a meeting of volunteers from all the churches who work with children and families. The purpose of the meeting was for networking and to share good practice. The group plans to meet together every six months. In April the circuit hosted the Cumbria District Synod at Stricklandgate Methodist Church. The Methodist Church’s Justice Dignity and Solidarity strategy was launched during the year with the roll out of unconscious bias training for certain officers/ leaders in the churches. Equality, diversity and inclusion training will also be rolled out. At present this training is only available on-line, but training for those in digital poverty will be developed. More widely, the proposed merger of the Cumbria, Lancashire, Bolton & Rochdale and Liverpool Districts in September 2024 was agreed by the Methodist Conference. Manchester & Stockport hope to also be part of this new district. All this was in addition to the regular work of the circuit in the areas of safeguarding, property, finance and data protection. As always our thanks go to everyone who contributes to the life and witness of the Kendal Methodist Circuit. ## Circuit Leadership Team Registered Charity Number: 1133922 Email: kendal.circuit@gmail.com CIRCUIT RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS KENDAL Circuit FOR THE YEAR ENDED 31 August 2023 CUMBRIA Distslct Circuit no 13 Registered Chartty- Charity Reglstration numbgr 1133922 If not a registered ¢harity Her Maj￿8 Ravenue and Customs Gift Ald number ITh8 HMRC numb8r is equivalént to a regislwed charity number in temis of evidènce of charitable statu$ and may be used to gN8 to donots or grant fund9rs wishlng to See evidence of the organlsalon'$ charitablo 8tstus. Methodi51 charities in England and Wales that are not regi¥tsred charitles we except￿ from registration under Statutory Inslfumgnt 2014 No.242) Ministers.. Rev. Melanie Greenall Rev. Tiras Dain.ty-Share Circuit Stewards.. Mr8. Grace Whitakor Mrs. Susan Gardner Tressurer.. Mr. Nick Burd Final amertho SFAOJW Kendoi a￿lISFA r_and￿%￿8￿￿¥ l of1 20ACCOUNTS FOR THE YEAR ENDED 31 AuguBt 2023 KENDAL Circult CIKutt r•8tri¢t•d Mod•l Tru•t R•*tr*t•d Fund8 Fund Fund• SECTION A Total•1o•t y•ar al RECEIPTS A¥sessmenVShare 151.721 163.344 168,112 2,457 a3 ital re¢ei Bank and CFB interest and Investment inwme 163.344 1.019 241 151 a5 Grants Other reGeipls TOTAL RECEIPTS 30,545 183,285 30.545 10,823 181.543 a7 163,585 346,870 a81 SECTION B b1 b2 PAYMENTS Stipgnds, 8alari8s, NIC, Pension and travel ¢osl$ 104 966 73.838 b3 Man$6 Costs 26.403 28,017 Admin181ration elc 22 District Assessment 32.000 193 32,193 1.000 31.098 b6 b7 Grants & donalior GFP Levy 4.000 41,338 5.027 b8 Other payments TOTAL PAYMENTS 5,027 12,178 162,079 b9 1T9,686 41,553 221.239 Ib91 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR c1 a7-b9 3.599 122.032 c2 Tot4 fuTrls brou ht frjrward from last ar 208.514 189.050 c3 Sub totsl ¢1+c2 201999 129 733 13 334,145 208 514 Transfers and ad'u$tments 5001 (500 TOTAL FUNDS AT END OF YEAR {c3+G41 201,499 129.733 2,413 333,645 208.514 Ic6) SECTION D FOR INFORMATION ONLY: MONEY RECEIVED AND PAS8ED ON TO EXTERNAL ORGANISATIONS th080 amounts should not bo InGlud•d in total recel paym•nts abovg) Balance bro hl fonvard from185t d1 ar d2 Offerin sIGffts - ieceived for extemal or anisaliortS OfferingslGrfts- passed lo external organlsallon8 BALANCE STILL TO BE PAID d1+d2.d3 d3 d4 Flnal amer￿•￿ SFA copy XWWJI Circuit 8FA r_ar￿Tr2Q?8. KENDAL JIT SE¢YTh E Summaryofts arothtaruuntsfrjrtheyearended 31 2023 and Intemal Otganl¥8Yon6 rwurvjto thè Qicult MgÈtirg. Not• ￿atts￿jnd8 oran Intem￿ 0rywisati0n￿￿d nonrolly k R¢sffi¢ted hJnds unles& itwuha bB daartY$h￿ thaithoy Could be￿8￿ lorany Meth(￿18[ wpo¥e. This 8EGtton TrvJst (xjmth￿I to Bmve althe or¢s¥ recelpts *YJ PAym•nts tota1$￿ th¢ arcuit. Ifarosg Ino)ma exc4¢48 the ActrL4818 thre5hoidof£250000, then tsPLc¥u*8 methud of¥cD)unbryANDA DIFFERÉNT FORM mustbg used to r•pJrt accoJnts (see Meth¢dslwebsh•l. Plea30 r•f8rlothe guidyrKe nrA•s transl￿8 bewn Iheclrcu￿BTrd connethd titt￿11 org￿Se￿ona. INTERNAL OROANI8ATIc￿$ NDtRecaplxl epanl b910 Cbjl te MiBsiDn Hall 1,311 3.126 6.087 4.272 Hekn Hlll 8 Cct Yth 619 Mllntho è MHU8 Ceokson 75 85 lubifAel ￿ tnlotrAI 10A17 1.938 24185 26.123 1•12) bro￿ght fawrd Irom pw2. 101•1s cDl¥mnl 121631 Goo 47 ¢1 333.64S XELD BY CIRCUIT 357J 229,788 127.S89 soo 359.766 tinugon 4 sopuats ShDei Knee4￿ry •n¢J brfw Iho totath fDNMTd TOTAL RECEIPT8 TOTAL PAYMEIITS sE￿oN F QPEMN BALANCES CLOSING ANCES cnt¢uir-¢AsH FiIND3 HELD It 31 wt>)23 CByh ITr h*Jd g•nk Curr•nlAwJnl 170.631 hActourt certs￿ Financ¥ evard 33.280 T(￿1£alf￿￿OIll>jkntC￿Jr¢h Pu 129,734 Oth*iL¥ SUB TOTAL 208.514 {¢61 333.64S 24,185 •12 TOTAL¢￿￿ PUN08 HELD BYCMICUIT 232,699 Ixl 8EcfhiNG At 07HÈR*tsSETS #nd LIAWTIES JIAU In¥éstrne 40522 Land •n¢ Bu￿ 2 850 921 4 922.474 r￿d f4 Indu09 onty Funds hdd Dtthe¢ents￿ Fln*nt* eoa ontyCFB Fyn¢s heiOalTlUSte05 lor M¢IwstChu￿ Pu 91 Indudfrany othor knv05tsMnL•ln¢4th0¢08h Iiifflom 01T￿p kntsl Name of CircuiL' KENDNL No: 09113 Declarations and Scrutiny I conflrm that Receipt and Paymènt based acuuntsforthe yearto 31 August 2023 have b￿n prepared from the records of the Clrcuit and that thay Indude all funds under the conlrol of the Circuit maellng. Signature oftreasur•r.......... .. .. Name and address of treasurer. Mr. Nick Burd, 3 Churchfield 8arn, Church Lana Tur,siall. Lancashira Post Coda.. W 2RH Presèntatlon to tha Circult meeting I confinn that ts annual rewt and accounts for the year ended 31 August 2023 werelwlll be. presented to the Circuit rfi88ting held on ...ff.¢ E a l & tr J 0 2 4 Signature of the Chair of the meeting Name of the Chair of the m88ting: Rev. Melanle Greonall Date .R, ( 02+ Independent Examlnofs Report to the Trusteos of the KENDAL Clrcuit Charlty Number 1133922 Responslbllltle• and basis of report I report to the trustees on my examlnation of the accounts of the K8ndal Circuit for the year ended 31 August 2023 set out on pages 1 to4 As the Circu￿$ trustees. you are responsible for the prepar8tlon of the accounts in accordanGe with the requirements of the Charlttes Act 2011 (Xhe Acv). I r8port In respect of my examination of the Clrcuit's accounts carried out under sectlon 145 of th8 Act and. In lxrrying out my examination, I have foll0v￿a all the applicable Direcltons given by the Charity Commi&8ton under section 145(5)(b) of the ACL ' delete or rar¢ie as appropriate Flnl•mvdtrJ SFAYY c￿￿*8PA r Name of Circuit: KENDAL No: 09113 Independent Examlnerfs Statement l.have completed my examination. I cOnfi￿n that no material matters have come to my attention in nnection with the examination which give me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Act. or the accounts do not accord with the accounting records. I have no concems and have come across no other matters in connection wlth the examinatlon to whith attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. I havellwrfe￿. obtained independent verification of all investments with the Trustees for Methodist Church Purposes or held in other trusts, bank balan￿S and funds at the Central Finance Board of the Methodist Church which are individually in excess of £10,000 (ten thousand pounds) at the balance sheet dats. Slgnature of independent examiner Name of independent examiner: Mrs. Heidi Boardman Relevant professional qualification ot Independ8nt examiner: NIA ÉrikÉV ACA Name of fI￿n (where appropriate): ABC Accountlng Address: Heatherlea, Firbank Sedbwgh, Cumbria Post Code LA10 SEN Date Iil.,..Iz3........................... delete or circle as appropriate Forni revi¢*vd Flnal am¢rbJed ccpy Kerd•l Cty¢JJk SFA r and￿2O23.￿sX 1 of1 KENDAL METHODISTCIRCU Exwndliure 168,112 Assèsynent> 151.721 5001 69.03 $￿pendS 5.281 .'Nitloa41 In5Lnnce 16,910 Supernnnua¥on 18JOL Feba* from AThgllcanChurch 51a CornpLrtersbn Mln5stry IAllowancel 411 AppfftntkesL4p Le¥y YD,964 DlstdttAsseswent 94 BankFees I720 Tpvel Expwtses IU07 Manses MèlnttTrance 4 Man5esCoundl Taxind wirer Ini Shap Road Expèn*5 towan BridKe 84,022 8,026 21,873 9,990 528 507 Wayle&ve 120 Bank Imtwest cr05she￿7TUst 75 Tèléphone 4 IANO Shap Ro￿1 Rental CowJTr Br4¢ 1019 7S 10.740 60 1054 3,355 7,081 1109 3A3B 4398 MSsslDn in Brftaln Mis*llarwJ5 IPYJ Phonelknadba 1636 In5urnnc 6a1 PrlnUn& Postageand 5tstlonery 385 Website 745 LP+SwNum ekpons$5 5.4(Kl Qulnouenn*i1Tr5pectlons 4.CO) Q>nnexlonalSubxrfptbns Minl#ersTralTrln8 S65 Resource MatsthLs 3￿ Eyamlner5 Fee ' 4035 ar￿lIAdmI￿r¢rats•Th Offl(z 112 Mln15ter5 Removal ExpEn52S ÉUJ Mlnlstor5 ReLo(atlon AJloWat￿a 107 TMCP Levy 4￿) Payroll Foes Pr5orft*5 forAcrion T15 M15cdkneotts MilliStersSuwwt oniTa ￿lance 277 39Z 73S 4,860 700 311 294 6.362 154 107 io J81285 161.930 179.686 17.125 Extess ufintam¢O￿ 3,YJ> 183.2&5 179,055 G•newl Pund OpEnln8 Balance oTrOI/OYI2022 Exce550f Income oh*reMpendtture Tr3nsforioMan5emrcultYDUth awfn88•thK• att 3110812023 150,322 3,599 SC Manse Reserve Fund Openlng Balants 01￿/¥>22 Tr3nsferfromGenernl Fund uh IW81202J 5449U Urcult YoLrtk Pthd Op•nin8 BalBice on OU09D022 TrnnsFer from GeneTrl Fund a￿1￿831&n￿OnJlIO8l20l3 727.18 5O)m 12Z7.18 (Note) Note: Increase in Manses fixed assets due to Fellside. KENDAL METHODIST CIRCUIT Nots$ toth• Accounts 2022123 l. Expendlture on Mafise$ Arnrnore Shap Road Bramble aose 3,065.60 283.44 650.41 3.999.45 rotal 6,134.90 95S.66 4,464.65 11,555.21 Council Tax Water Re￿irS and Maintenance 3,069.30 672.22 2,705.04 6A46.56 1,109.20 1,109.20 Rental Incomefrom Shap Road 10.740.C 2 6eneTrl Fund Balance Wfwd Excess of Income ovèr Expendlture Balance131108120231 150,322.20 3,098.67 153.420.87 Note- The disbursement of MIB money from Connexlon Is held In the General Fund and will be paid to nomlnated charities In 2023124 3 Model Trust Fund Balance blfwd Inte￿t rec•ved Property Proceedsfrom Cowan BTtd8e 7.7￿.75 241.25 163,344.00 171,286.00 Admln Charge TMCP Disirlct L CPF Lw Ire: Cowan BrFd8el 21.95 192.52 41,337.60 41,552.07 Balance13V8120231 129,733.93 4 Glllln8ate Mission Holl Ilnlernal Organisation} Balance bfvd Income Expenditure 6,086.64 1,311.04 3.126.27 Balance131J8120231 4,271.41 Endowment Fund OpÈnin8 Balance Endowment Fund Closlng Balan 40,521.97 38,801.08 5 ar¢ult Youth Councll (Internal Oryanlsjtlonl Balancè blfwd Income 4419.30 618.52 Expendtture 10.52 Balance13118120231 5,027.30 6 Mllnthorpo Mlsslon F￿nd Ilnternal Or8anlsattonl Balance b1￿￿ Incorne Expen&rture 10,733,09 8,377,36 5,317.16 8olallce13118120231 13,793.29 7 Manse Reserye Fund IRÈser¥edl Balance blfwd Income ltransfer51 Expenditure 50A90.08 Balan￿(311812023I 50,490.08 8 M￿UB Worker IRe5tr1rted Fund5) B?lance Wfv Income Itransfersl Expendtture 2,413.32 Balance131108120231 2.413.32 9 Cooknon Bequ•st Ilniernal Or8an159tlon) Balance b/￿ Itransferl Income Expenditu 2,946.25 160.40 74,87 Balance1311812081 3.031.78 Kendal Mdhodlst Circuit is a Re&￿ered th¥rlty Number1133922 I hwe examined the finarKial stotements of the Ken¢J81 Methodisi arcuit for the yemrended 31st Au8USt 2023, whlch comprt5es the Statement of F53nanclal Actlvtrfes, 8alan¢e Sheet Bnd related notes, and flnd them to be In accordan wlth the underfylng btsjks and r￿OrdS. Independent Examlmf C[r￿lI Flnan¢lal Steward Date: li IS